12/09/2025
Product expansion and rollout of a regional operating model will strengthen Flagstar's holistic private banking approach, deepen client relationships, broaden capabilities, and drive growth
12/09/2025
Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice
12/09/2025
In joining Quantum, Kohlton's primary focus will center on connecting with and supporting new and existing clients
12/08/2025
These colleagues are helping to drive BNY forward and position the company at the forefront of financial markets.
12/08/2025
Todd Combs to lead firm’s efforts to make direct equity investments of an initial $10 billion as part of its $1.5 trillion initiative to address pressing needs in key sectors from critical minerals to frontier technologies
12/05/2025
She reports to Cyril Schopfer, Country Managing Director, USA at CACEIS.
12/04/2025
“Katy and Attila are exceptional leaders whose global experience, technical acumen, and strategic vision reflect the caliber of talent Everest continues to attract,” said Jim Williamson, Everest President and CEO.
12/04/2025
It's a finance homecoming for Truax, who previously spent three and a half years at Bank of America building consumer branch management applications.
12/04/2025
Divisional directors Pat Vaughan and Wally Chapman have been promoted to co-lead the private client group.
12/04/2025
Jason Ehrlich will help the firm ramp up M&A initiatives, as it seeks to reach $50 billion AUA in the next five to 10 years.
12/03/2025
Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region
12/03/2025
Rosenfeld brings nearly 20 years of M&A advisory experience focused on the consumer sector.
12/03/2025
Mosca will lead New York Life Investments’ institutional business strategy and distribution globally, reporting to Chief Executive Officer Naïm Abou-Jaoudé.
12/03/2025
In his most recent capacity he served as Managing Director of its Renewable Energy Group.
12/02/2025
Georg von Wattenwyl and Charles Karila assume joint leadership of Vontobel’s Structure Solutions and Treasury as of December 1st, 2025
11/28/2025
Consequently, several members will no longer be executive officers
11/27/2025
Callero delivers wealth management and retirement planning services to a client base that includes individuals, families, and business owners.
11/27/2025
He has supported testifying experts and provided expertise testimony in matters pertaining to class certification, liability, and damages phases of securities litigation.
11/27/2025
Tarczewski will continue at SEI as a principal consultant supporting local clients.
11/26/2025
These appointments further strengthen Lazard’s market-leading global Industrials franchise, which advises clients across diversified industrials, building products, chemicals, paper & packaging, transportation & logistics, industrial technol